Slide 1: 3Q 2011 Operating Performance
EXHIBIT 99.1 3Q 2011 Oct 21, 2011 Operating Performance
Slide 2: 3Q Consolidated Performance
3Q -Consolidated Activities Overseas Steel 2011 Figures Certain POSCO Operating Business Industry contents provided Investment Operating & Accomplishments Operating Performance Environment Plan ininthis this Performance Strategy presentation Performance presentation and Progress are aresubject based
Slide 3: Consolidated Income Sluggish
Consolidated Income Sluggish Operating Net 17,047 3Q 2010. 11,186 Op. Profit 7.7% 1,298 10.2% 1,746 11.0% 1,233 Foreign 2011.2Q 8.1% 1,372 2010.3Q 9.7% 1,083 Revenue 1.4% 2011.3Q 233 1.08tn (in ‘10.3Q Steel. E&C ICT Energy Trade Chem. Sales 3/25billion 2011.2Q income Income Margin 203 1,865 by Suppo
Slide 4: Financial Structure and Consolidated Assets and Liabilities
Financial Consolidated FX Assets Liabilities Asset 76.9% 28,727 77,892 74,531 66,025 11.9% 37,298 2011.3Q 93.8% 37,722 2011.2Q 86.2% 34,537 2.3% 13.9% 39,994 40,170 2010.3Q (in ‘10.3Q Steel.Support E&C ICT Energy Trade Chem.Mat’l Sales 4/25billion rate 661 5,983 2011.2Q by 9,177 Return Liability ‘11
Slide 5: Consolidated Summarized Income Statements
Consolidated Summarized (in 2010.3Q Revenue Gross (Gross CG Other Operating (Operating Equity Finance Foreign & Net (Profit Owners 5/25 Translation billion & Income Operating Income AMargin) Method of Currency Item 601 2011.2Q 11,186 KRW) Income the Margin) 1,083 874 Statements Gains Operating Gains
Slide 6: Consolidated Summarized Financial Position
Consolidated Summarized (in 2010.3Q Cash Notes Inventory Other Fixed Liabilities Current Long-term (Interest-bearing Equity Controlling *Total 6/25 Cash billion Assets Equivalents Liabilities Assets Financial Receivable 37,298 equivalents: Assets Liabilities 2011.2Q 8,840 KRW) 28,727 Assets Liabilit
Slide 7: 3Q POSCO Operating Performance
-3Q POSCO Activities Overseas Steel 2011 Consolidated Operating Business Industry Operating Investment & Accomplishments Performance Environment Plan Operating Performance Strategy Performance and Progress
Slide 8: POSCO Production/Sales
POSCO Production/Sales Production/sales Crude Finished (in 9,283 Carbon S Steel 8,686 2010.3Q 33.6% 36.0% 41.7% Domestic Export Inventory Facility -Expansion: -Maintenance: P) 8/25 T1&3Plate thousand S 448 9,468 8,657 Steel Ratio 2,783 7,766 expansion Operating Product 2011.2Q 4,957 656 469Productio
Slide 9: POSCO Sales by Product
Sales POSCO Plate Utilization (%, <Auto> 88 104 96 91 103 86 ’10.3Q (in 2010.3Q YoY Hot Plate* Wire Cold Electrical S Others *Total 9/25 Includes T89 92 100 90 thousand S compared Rolled (%) Rolled Rod & 7,740 by 417 78 1,075 338 91 ’11.2Q wire <Home Operating Product 2011.2Q QoQ Steel 509 441 HR Ra
Slide 10: POSCO Income Sluggish
POSCO Income Sluggish Revenue (in 10,032 Operating 1,026 1,496 12.0% 2010.3Q 10.9% Despite Manufacturing (thousand Domestic Carbon 1,040 10/25 billion 1,087 950 14.9% 9,962 Steel slight Operating 2011.2Q market Export KRW/ton) KRW) Income Margin 1,045 ASP 8,524 increase cost +5 and Domestic 2011.3Q
Slide 11: 3Q Operating Activities and Progress
3Q Operating Activities Overseas Steel 2011 Business Industry Investment & Accomplishments Performance Environment Plan Strategy and Progress
Slide 12: POSCO's Activities and Accomplishments
POSCO’s Activities Contingency Raised 2011 (in Overseas Reinforce Adjusted Pre-adjustment 1.1 6.0 0.9 7.3 Quarterly Auto Signed High-strength WB/WF (thousand Sales 1,464 17.4% 18.9% ‘10.3Q •Improve Acquired Additional *NCR: Coal ‘11.2Q 28.3% 31.9% 12/25 Total Challenging Despite Increase Coal trilli
Slide 13: Subsidiaries' Activities and Accomplishments
Subsidiaries’ Activities Maximize Indonesia (Pile POSCO-ICT: -•POSCO 13/25 Anode Test Won Vietnam Win POSCO First Housing J/V New MOU High-concentrate Enhance Myanmar City Progress Raise Penetrate Continue Driving with drilling contracts development as contract EIC capa. with materials E&C: Power: a
Slide 14: Overseas Investment Strategy and Progress
3Q Operating Activities Overseas Steel 2011 Business Industry Investment & Accomplishments Performance Environment Plan Strategy and Progress
Slide 15: Overseas Investment Strategy: Emerging Markets Steel Demand
Overseas 200 500 1,000 2,000 Saudi 10 20 Ukraine Iran Egypt Thailand China Malaysia Argentina South Poland Russia Czech Hong France Germany Spain United Arab Sweden Austria Japan Region USA Netherlands Australia Canada 0150 GDP Target Steel growth 8.4% 5.5% India 6.0% Indonesia 4.4% Turkey 4.5% Braz
Slide 16: Overseas Global Projects: Early Entry into Emerging Markets
Overseas Global :Early Zhangjiagang Qingdao: :CGL Dalian China Guangdong: Turkey Orissa: Karnataka: India Maharashtra ESI: Pakistan TSML: STS Vietnam CR Thailand Thainox: Indonesia PT Malaysia Electrical USA UPI: CGL Mexico CGL: Brazil CSP Projects Operating 16/25 STS Krakatau 1.2Mt/yr, CR: CR:150Kt
Slide 17: Global Projects Progress by Region
: STS Zhangjiagang Qingdao: :CGL Dalian Guangdong: Karnataka: Maharashtra ESI: Pakistan TSML: Vietnam CR Thailand Thainox: PT Malaysia Electrical USA UPI: CGL Mexico CGL: Brazil CSP Projects Operating Overseas 16/25 Global By [Projects Brazil(CSP) Project Indonesia China Carb’n Steel India VST Turke
Slide 18: Steel Industry Environment
3Q Operating Posco Overseas Steel 2011 Business Industry Investment Performance Environment Plan Strategy Activities and Progress & Accomplishments
Slide 19: Steel Demand Despite Global Economic Uncertainty
Steel Despite Global Economic Annual 124 127 130 118 128 707 710 693 718 728 731 769 772 705 Jan. (mil 2008 U.S. EU China India Russia 89 12% World 19/25 155 183 ’11 ton) 98 7% Industry 2009 51 447 Average Crude 1,218 Steel 35 Steel crude 643 growth 59 slowing 120 Feb 58 8% 25 uncertainty 551 2010 8
Slide 20: Domestic Korea Steel Market Outlook
Domestic Korea (thousand 2009 Nominal Export Import Inc. Steel POSRI(Oct.’11) 2H Production Home Appliance New Shipbuilding Orders 20/25 consumption Semi-Product orders Industry Demand consumption 2010 now Production (mil 20,541 9,033 Consumption Steel ton) Production 2011 56,919 (thousand net & GT)
Slide 21: Raw Materials Price Trend
RawHCC 3Q China 4Q Queensland PCI: *semi-soft Spot Price Iron 175 Sep.’10 Coal 331 (U$/t Sep. 21/25 2011 (Jul~Aug) 182 336 Ore ‘10 Materials U$208/ton(9.6%), price Spot uncertainty FOB, expected Nov 173 332 Nov Spot contract U$285 Price decrease contracts monthly recovery 164 329 Jan.’11 Jan.’11 Pri
Slide 22: Stainless Steel Market and Raw Materials
Stainless Customer Sales China: EU: Raw Euro-crisis ’11.4Q Steady Despite STS Europe 33,340 Sep. Nickel (U$ 23,807 *Chrome 8Sep.’10 22/25 $3,050 9Source: 10 /ton) Price demand CR ‘10. Materials ·Price prices Korea 24,111 :3,510 request Nov Chrome 3,042 Forecast Price in Steel steel Nov 4,320 Nickel
Slide 23: 2011 Business Plan
3Q Operating Activities Overseas Steel 2011 Business Industry Investment & Accomplishments Performance Environment Plan Strategy and Progress
Slide 24: 2011 POSCO Business and Investment Plan
2011 As 2010 -Revenue Crude Product Investment POSCO The 24/25 POSCO instability data Business 2011 Steel Sales Investment above (in Revenue (in Production trillion continues, (”) Plan trillion represents 31.5 (”) KRW) (”)KRW) 34.7 32.6 9.4 (in sales company’s 47.9 million 6.0 39.3 11.2 target 68.7
Slide 25: 3Q 2011 Operating Performance
3Q 2011 Oct 21, 2011 Operating Performance